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To: The Ox who wrote (1132)	9/30/2012 2:43:06 PM
From: Return to Sender	Read Replies (1) \| Respond to of 8239

Thanks for the charts Ox. I am wondering however what you are thinking about the stocks that you shared charts on? Not necessarily all of them but if you were going to do something with one or two of these stocks what would it be? Where would you like to buy or short and at what price? RtS

To: The Ox who wrote (1132)	10/1/2012 11:13:55 AM
From: The Ox	1 Recommendation Read Replies (6) \| Respond to of 8239

ATML - back to early 2010 price levels. last 3 years - includes this year Revs 1644,1803,1480E - 1600E ny. EPS .96,.69,.42E, .54E ny Stock got ahead of itself last year and has been taking a beating ever since. Making new lows....excellent reversal watch candidate. No rush. Wait on this one! CY - back to late 2010 price levels Last 3 years Revs 877,995,795E, 887E ny EPS .47,1.02,.71E, .99E ny Same comments as ATML. EMKR - just watching....old habits die hard... OCLR - back to 2009 levels Last 3 years Revs 466, 385, 695E, 840E ny EPS -.96, -1.32, -.41E, .01E ny Merged with competitor, accounting for rev jump. Interesting niche in optical components and lasers. Price to sales .65. How fast will the potential synergies show? Certainly the analysts are predicting they will actually earn money next year. Lots of competition in the space.... COHU, BRKS beaten down semi equips. No rush. Watch for reversal. VSAT - ViaSat, Inc. provides fixed and mobile broadband services, and satellite and wireless networks, as well as secure networking systems, products, and services for government and commercial customers worldwide. I was recently in the caribbean and was thinking about companies like VSAT....HRS. Last 3 years Revs 802,863,1030E, 1231E ny EPS .88,.18,-.12E, 1.43E ny Stock looked way ahead of itself at $50 earlier this year. Capital intensive business but showing excellent potential going forward. Much more reasonable now. Next couple of quarters will be telling. Estimates are very, very bullish 3 quarters out but they can easily be changed. I would expect it to find a bottom in the low 30s, high 20s. Will be watching. HRS - Harris Corporation, together with its subsidiaries, operates as an international communications and information technology company that serves government and commercial markets worldwide. The company operates in three segments; RF Communications, Integrated Network Solutions, and Government Communications Systems. Last 3 years revs 5418,5451,5429E, 5423E ny EPS 4.63,.26,5.15E, 5.28E ny Has had a great run since May. Very profitable business, with the exception of 2 quarters in the past 5 years, they are an earnings machine. Since Q2'10, they have earned over $1/qtr with the exception of the kitchen sink quarter Q3 of last year. Steadily rising dividend stream as well. Might be a little ahead of itself at this point but EPS trends are going in the right direction.